JB
Jason M. Bradley
J. BRADLEY CONSULTING LLC
MIDDLETOWN, DE
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CRD#: 8029272
JB
Professional summary
Jason Michael Bradley is a registered financial advisor currently at J. BRADLEY CONSULTING LLC located in Middletown, Delaware.
Jason is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2025. Jason has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
MULTISTATE TAX, INC. AS A TAX PREPARER. RECEIVES AN ANNUAL SALARY PLUS PREFORMANCE BONUS AS COMPENSATION.
CRS (Client Relationship Summary) - RIA
Click below to view Jason Michael Bradley's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 2, 2025 - Present
J. BRADLEY CONSULTING LLC
RIA
CRD#: 334423
MIDDLETOWN, DE
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Delaware(4/2/2025)
Current Firm
JB
J. BRADLEY CONSULTING LLC
J BRADLEY CONSULTING LLC | J. BRADLEY CONSULTING LLC
CRD#: 334423 / SEC#:
Delaware
Registered Investment Advisory firm - (4/2/2025 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
Middletown, DE
Mailing Address
Phone number
(302) 420-5432
Established
Firm type
Fiscal year end
# of Employees
1
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
